Interest rates may be set to fall
Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global Investors, Chris Bedingfield.
New appointment for Quay as Global Real Estate Fund added to BT Wrap and BT Panorama
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst, as the Quay Global Real Estate Fund is made available through the BT Panorama and BT Wrap platforms.
Investment Perspectives: Don't judge a property by its building
Not long after my daughter turned five I took her to see her first movie, “Up”. It’s about an elderly man who, along with an unexpected young friend, tries to re-capture his youthful passion for adventure.
Investment Perspectives: Australian interest rates - the next move is probably down
Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up. The current debate centres on when this move will occur, with the more dovish commentators suggesting we may have to wait until late 2020 to see the cash rate move to 1.75% from its current 1.50% setting.
Investment Perspectives: Twelve interesting charts right now
A picture paints a thousand words, as the saying goes. This month’s Investment Perspectives contains 12 charts that show some of the data and trends we think are really interesting right now.
Investment Perspectives: Stock in focus - Scentre Group
One of the advantages of a global mandate is the opportunity to identify and invest in some of the most unique and best run real estate companies in the world.
How to win Monopoly in 3 easy steps
Monopoly is the ultimate real estate game – and it has a number of parallels for real life property investing. Chris Bedingfield explains how to win in three easy steps; and why those three factors are a recipe for real estate success.
Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate
Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.
Investment Perspectives: Banking on the boomers
Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommodation), and overall population growth in Australia and its impact on consumption (retail).